Bank of Ireland 2020 Debt Investor Presentation slide image

Bank of Ireland 2020 Debt Investor Presentation

Non-property SME and Corporate & Property and Construction Gross loans by stage Non-property SME and corporate Property and construction • €20.4bn €19.9bn €0.8bn €1.0bn €2.2bn €8.2bn €8.1bn €8.6bn €17.4bn €0.6bn €1.1bn €1.5bn €10.6bn €4.9bn €6.0bn €2.6bn Dec 19 Dec 20 Stage 1 Stage 2 Stage 3 ILA movement Dec 19 Dec 20 ■Stage 1 Stage 2 Stage 3 Non-property SME and corporate Property and construction 2.4% 4.7% 2.8% €76m €368m €487m €931m Dec 19 Stage 1/2 Stage 3 Dec 20 €230m €87m €279m Dec 19 Stage 1/2 Stage 3 ●ILA % of gross loans • 6.9% €596m Dec 20 Bank of Ireland 2020 Debt Investor Presentation Non-property SME and corporate 25% of Group loan book, well diversified by geography and sector €6.0bn increase in Stage 2 loans since Dec 2019 reflecting macro-economic conditions and outlook on higher impacted sectors Increased impairment coverage across higher impacted sectors and portfolios: - - Wholesale and retail trade exposure €2.3bn, impairment coverage 5% (Dec 19:3%) Accommodation and food services exposure €1.7bn, impairment coverage 5% (Dec 2019: 2%) Acquisition finance exposure €4.5bn, impairment coverage 4.2% (Dec 2019: 1.3%) Impairment coverage increased from 2.4% to 4.7% at Dec 2020 Property and construction • • • 11% of Group loan book; €7.6bn investment property; €1.0bn development lending c.43% of investment property exposures in Dublin; c.29% UK exposures Investment property exposures Retail (34%), Office (34%), Residential (21%) and Other (11%); 69% of the book LTV <70% Legacy investment property exposures driving €279m increase in Stage 3 ILA Impairment coverage increased from 2.8% to 6.9% at Dec 2020 Bank of Ireland 51
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